Gavin Graham
Member since: Oct '00
Trustee at
Pointbreak ETFs
Pointbreak ETFs
3208 Opinions
Latest Top Picks
(A Top Pick Mar 29/19, Up 6%) This REIT that merged with Canadian REIT. You're getting the Canadian REIT management running this. Intensification with mixed used developments in their Loblaw locations is positive. One of the premier choices.
(A Top Pick Mar 29/19, Up 24%) Gold has broken out, breaking its previous downturn. There's been a series of higher lows. There are two mines in Nunavut coming up and it has outperformed output targets in the past year.
(A Top Pick Mar 29/19, Down 8%) A small cap that specializes in wheelchair elevators in homes and vehicles. None of us are getting younger, and demand will go up. A buying opportunity. It's a long term play at a 3 to 5 year view.
It's more than doubled over the last five years. They consistently make money underwriting insurance, which is very rare. They've outperformed the industry by 6%. They bought a guarantee that will lead to appreciation. Has a 2.5% yield.
The third largest independent asset manager in Canada. They have 100B in assets. They are doing rollups now. A major French asset management entered into an agreement with them and bought 11% of National Bank's shares.
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COMMENT
COMMENT
September 27, 2019
Negative Rates. ECB Chief economist has said there's plenty more rooms for them to buy more bonds. However, who else who buy bonds with a negative yield? Along with Japan, one third of developed world bonds have negative yield.
Negative Rates. ECB Chief economist has said there's plenty more rooms for them to buy more bonds. However, who else who buy bonds with a negative yield? Along with Japan, one third of developed world bonds have negative yield.
Gavin Graham
Trustee, Pointbreak ETFs
COMMENT
COMMENT
September 27, 2019
He thinks bond interest rate in the U.S. could go lower. If the economy is badly effected by Tump's impeachment or trade war, you could see rates cut. He doesn't think they will go to 0% but could see it quite low.
He thinks bond interest rate in the U.S. could go lower. If the economy is badly effected by Tump's impeachment or trade war, you could see rates cut. He doesn't think they will go to 0% but could see it quite low.
Gavin Graham
Trustee, Pointbreak ETFs
COMMENT
COMMENT
September 27, 2019
It's not a big surprise that there is further escalation of trade war talks seeing as it's gone on for so long. China's economy is slowing because they're export oriented, so it would be in their own interest to strike a deal. However, they have to do it without losing face. It's a question of striking a balance.
It's not a big surprise that there is further escalation of trade war talks seeing as it's gone on for so long. China's economy is slowing because they're export oriented, so it would be in their own interest to strike a deal. However, they have to do it without losing face. It's a question of striking a balance.
Gavin Graham
Trustee, Pointbreak ETFs
COMMENT
COMMENT
September 27, 2019
If there is a shut down of the US government, you could see the USMCA could get lost in the transition. However, there are plans to push it through regardless.
If there is a shut down of the US government, you could see the USMCA could get lost in the transition. However, there are plans to push it through regardless.
Gavin Graham
Trustee, Pointbreak ETFs
DON'T BUY
DON'T BUY
September 27, 2019
WATCH
WATCH
September 27, 2019
He's not certain if they've gone the split route. If this is the case, it's probably not the best move to make. It's one of the huge conglomerates from the 1960s and they probably need to split up.
He's not certain if they've gone the split route. If this is the case, it's probably not the best move to make. It's one of the huge conglomerates from the 1960s and they probably need to split up.
mngmnt/diversified
BUY WEAKNESS
BUY WEAKNESS
September 27, 2019
One of the enormous successes. Infrastructure is one of those asset classes that isn't affected by the market and they have long term assets that pay good returns. They have a fair amount of pricing power. Might want to take some profits, especially if we see slowdown.
One of the enormous successes. Infrastructure is one of those asset classes that isn't affected by the market and they have long term assets that pay good returns. They have a fair amount of pricing power. Might want to take some profits, especially if we see slowdown.
INDUSTRIAL PRODUCTS
COMMENT
COMMENT
September 27, 2019
It's done pretty well but waste is economically sensitive. A lot of it is linked to building waste, etc. Never wrong to take a profit, especially if we foresee a slowdown.
It's done pretty well but waste is economically sensitive. A lot of it is linked to building waste, etc. Never wrong to take a profit, especially if we foresee a slowdown.
Transportation & Environmental Services
COMMENT
COMMENT
September 27, 2019
A Chinese stock that trades in New York. It's been off the past year. You see the FAANG stocks come down, and in the last few years, this hasn't done well either. If there is not as much confidence in the Chinese economy, then it would not be a good play.
A Chinese stock that trades in New York. It's been off the past year. You see the FAANG stocks come down, and in the last few years, this hasn't done well either. If there is not as much confidence in the Chinese economy, then it would not be a good play.
HOLD
HOLD
September 27, 2019
A Chinese regulator is looking into it, saying that the music is too restrictive for competition. As always in China, it's what the communist party wants. If they decide to go down on it, they will.
A Chinese regulator is looking into it, saying that the music is too restrictive for competition. As always in China, it's what the communist party wants. If they decide to go down on it, they will.
COMMENT
COMMENT
September 27, 2019
British banks have been hit badly due to negative sentiment for Brexit. Barclay has had management issues and we've seen political in-fighting. Would prefer Lloyd's. As long as there is Brexit uncertainty, this will be volatile.
British banks have been hit badly due to negative sentiment for Brexit. Barclay has had management issues and we've seen political in-fighting. Would prefer Lloyd's. As long as there is Brexit uncertainty, this will be volatile.
banks
PAST TOP PICK
PAST TOP PICK
September 27, 2019
(A Top Pick Mar 29/19, Up 6%) This REIT that merged with Canadian REIT. You're getting the Canadian REIT management running this. Intensification with mixed used developments in their Loblaw locations is positive. One of the premier choices.
(A Top Pick Mar 29/19, Up 6%) This REIT that merged with Canadian REIT. You're getting the Canadian REIT management running this. Intensification with mixed used developments in their Loblaw locations is positive. One of the premier choices.
REAL ESTATE
PAST TOP PICK
PAST TOP PICK
September 27, 2019
(A Top Pick Mar 29/19, Up 24%) Gold has broken out, breaking its previous downturn. There's been a series of higher lows. There are two mines in Nunavut coming up and it has outperformed output targets in the past year.
(A Top Pick Mar 29/19, Up 24%) Gold has broken out, breaking its previous downturn. There's been a series of higher lows. There are two mines in Nunavut coming up and it has outperformed output targets in the past year.
precious metals
PAST TOP PICK
PAST TOP PICK
September 27, 2019
(A Top Pick Mar 29/19, Down 8%) A small cap that specializes in wheelchair elevators in homes and vehicles. None of us are getting younger, and demand will go up. A buying opportunity. It's a long term play at a 3 to 5 year view.
(A Top Pick Mar 29/19, Down 8%) A small cap that specializes in wheelchair elevators in homes and vehicles. None of us are getting younger, and demand will go up. A buying opportunity. It's a long term play at a 3 to 5 year view.
other services
HOLD
HOLD
September 27, 2019
CN continues to be the most efficient railroad in terms of operating ratio. They are sensitive to the economy. Unless there is a need for cash, he would stick with it and collect the dividends.
CN continues to be the most efficient railroad in terms of operating ratio. They are sensitive to the economy. Unless there is a need for cash, he would stick with it and collect the dividends.
Transportation
Comments
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